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iShares ESG Screened S&P Mid-Cap ETF
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Overview Fund Activity

93 hedge funds and large institutions have $89.8M invested in iShares ESG Screened S&P Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+7
Holders Change %
+8.14%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
45
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WI
WrapManager Inc
California
$1.98M
2
RJA
Raymond James & Associates
Florida
$11.7M
3
Franklin Resources
Franklin Resources
California
$3.03M
4
BWM
Baystate Wealth Management
Massachusetts
$1.09M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.08M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
RW
RVW Wealth
California
$2.45M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$429K
4
Osaic Holdings
Osaic Holdings
Arizona
$1.57M
5
OL
Optas LLC
Texas
$338K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.05M +$459K +12,178 +77%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$866K +$72.9K +1,932 +9%
BRIA
28
Balanced Rock Investment Advisors
Massachusetts
$844K +$844K +22,375 New
CCM
29
Coldstream Capital Management
Washington
$826K +$183K +4,855 +29%
FCM
30
Fortis Capital Management
Washington
$794K +$16.4K +434 +2%
SFG
31
Sage Financial Group
Pennsylvania
$786K +$126K +3,336 +19%
WT
32
Whittier Trust
California
$761K +$92.8K +2,460 +14%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$757K +$757K +20,071 New
CA
34
Cetera Advisors
Colorado
$722K +$7.36K +195 +1%
GG
35
GenWealth Group
New Jersey
$700K +$700K +18,545 New
OWM
36
Opes Wealth Management
California
$684K +$195K +5,175 +40%
CWM
37
Congress Wealth Management
Massachusetts
$677K +$65.2K +1,728 +11%
MCWS
38
McKinley Carter Wealth Services
West Virginia
$635K -$5.62K -149 -0.9%
APW
39
Atlantic Private Wealth
North Carolina
$618K +$38 +1 +0%
HWA
40
Hilltop Wealth Advisors
North Carolina
$610K +$83.7K +2,218 +16%
DADC
41
D.A. Davidson & Co
Montana
$602K +$235K +6,223 +64%
OCM
42
One Capital Management
California
$560K +$14.2K +377 +3%
BMD
43
Better Money Decisions
New Mexico
$554K +$219K +5,814 +65%
FUBT
44
First United Bank & Trust
Maryland
$478K +$174K +4,600 +57%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$455K – – –
TDWM
46
Topel & Distasi Wealth Management
California
$436K -$2.41K -64 -0.6%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$429K -$713K -18,876 -62%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$415K +$169K +4,462 +68%
MWM
49
Mascoma Wealth Management
New Hampshire
$393K -$163K -4,318 -29%
Creative Planning
50
Creative Planning
Kansas
$389K +$222K +5,873 +132%
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